Idaho National Laboratory Employee Retirement Plan — Form 5500 plan (Battelle Energy Alliance, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Idaho National Laboratory Employee Retirement Plan is a benefit plan reported by Battelle Energy Alliance, LLC under EIN 68-0588324 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,649 participants and $2,108,067,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Battelle Energy Alliance, LLC
- EIN
- 68-0588324
- Plan number
- 002
- Plan type
- 3
- Location
- Idaho Falls, ID
- Latest filing year
- 2023
- Participants
- 7,649
- End-of-year plan assets
- $2,108,067,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,649 | H, C | 20250715143615NAL0003149216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,108,067,181
- Total liabilities (EOY)
- $173,531,050
- Net assets (EOY)
- $1,934,536,131
- Net assets (BOY)
- $1,725,123,920
Income & contributions
- Employer contributions
- $12,000,000
- Total contributions
- $12,000,000
- Total income / additions
- $339,269,757
Expenses & distributions
- Benefits paid
- $117,182,009
- Administrative expenses
- $12,675,537
- Total expenses
- $129,857,546
- Net increase / (decrease)
- $209,412,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Investment Management Co | NONE | $1,174,682 | not reported in the loaded dataset | 2023 |
| Jennison Associates, LLC | NONE | $1,003,639 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $705,515 | not reported in the loaded dataset | 2023 |
| Fisher Investments, Inc. | NONE | $369,891 | not reported in the loaded dataset | 2023 |
| Sands Capital Management, LLC | NONE | $293,751 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $269,750 | not reported in the loaded dataset | 2023 |
| Pier Capital, LLC | NONE | $253,386 | not reported in the loaded dataset | 2023 |
| Barrow Hanley Mewhinney & Strauss | NONE | $236,766 | not reported in the loaded dataset | 2023 |
| Earnest Partners | NONE | $210,146 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $157,863 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | NONE | $132,925 | not reported in the loaded dataset | 2023 |
| Quantitative Management Associates | NONE | $128,923 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management | NONE | $123,012 | not reported in the loaded dataset | 2023 |
| Jp Morgan Strategic | NONE | $106,428 | not reported in the loaded dataset | 2023 |
| Capital Group | NONE | $104,848 | not reported in the loaded dataset | 2023 |
| Littler Mendelson, Pc | NONE | $91,174 | not reported in the loaded dataset | 2023 |
| Battelle Energy Alliance, LLC | NONE | $67,290 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | NONE | $55,155 | not reported in the loaded dataset | 2023 |
| Curcio Webb | NONE | $45,997 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | NONE | $28,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Battelle Energy Alliance, LLC
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Idaho Falls, ID
- Pacific Investment Management Co — Schedule C compensation
- Jennison Associates, LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Fisher Investments, Inc. — Schedule C compensation
- Sands Capital Management, LLC — Schedule C compensation
- Mercer — Schedule C compensation
- Pier Capital, LLC — Schedule C compensation
- Barrow Hanley Mewhinney & Strauss — Schedule C compensation
- Earnest Partners — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Quantitative Management Associates — Schedule C compensation
- Jp Morgan Investment Management — Schedule C compensation
- Jp Morgan Strategic — Schedule C compensation
- Capital Group — Schedule C compensation
- Littler Mendelson, Pc — Schedule C compensation
- Battelle Energy Alliance, LLC — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Curcio Webb — Schedule C compensation
- Wipfli Llp — Schedule C compensation